Stardust Power (SDST) Q4 2024 Earnings Call March 27, 2025 05:30 PM ET Company Participants Johanna Gonzalez - Director of Investor Relations and CommunicationsRoshan Pujari - Founder & CEOUday Devasper - CFOJake Sekelsky - MD & Head of Metals & Mining Research Conference Call Participants Henry Hurrell - AnalystGreg Mesniaeff - Research AnalystTate Sullivan - Senior Research Analyst Operator Thank you for standing by, and welcome to the Stardust Power's Fourth Quarter twenty twenty four Earnings Call. At t ...

Core Viewpoint - CVR Energy (NYSE: CVI) has the potential to return to the $30 range if the dividend is reinstated, supported by diversified income streams in the oil, fertilizer, and biofuel markets [1] Group 1: Company Analysis - The company is positioned to capitalize on positive developments in multiple sectors, including oil, fertilizer, and biofuels [1] - The reinstatement of dividends could significantly influence the stock price, indicating a strong correlation between dividend policies and market valuation [1] Group 2: Market Context - The diversified income streams of CVR Energy suggest resilience and adaptability in fluctuating market conditions [1]

Core Viewpoint - PBF Energy Inc. plans to offer $750 million in senior notes due 2030 to repay outstanding borrowings and for general corporate purposes [1] Group 1: Offering Details - The senior notes will be offered in a private placement and are expected to be resold to qualified institutional buyers under Rule 144A and to non-U.S. persons outside the United States under Regulation S [2] - The offering will be made only by means of a private offering memorandum and has not been registered under the Securities Act or any applicable state securities laws [2][3] Group 2: Company Overview - PBF Energy Inc. is one of the largest independent refiners in North America, operating oil refineries and related facilities in multiple states including California, Delaware, Louisiana, New Jersey, and Ohio [5] - The company aims to operate its facilities safely and responsibly, provide a rewarding workplace for employees, positively influence local communities, and deliver superior returns to investors [5] Group 3: Joint Ventures - PBF Energy is a 50% partner in the St. Bernard Renewables joint venture, which focuses on producing next-generation sustainable fuels [6]

Company Prepares to Ramp Up Production to Help Keep Nevada FueledWOODS CROSS, Utah, March 12, 2025 (GLOBE NEWSWIRE) -- Sky Quarry Inc. (NASDAQ: SKYQ) ("Sky Quarry" or "the Company"), an integrated energy solutions company committed to revolutionizing the waste asphalt shingle recycling industry, is forecasting a potential fuel shortage in Nevada. Sky Quarry reached this conclusion after conducting research prompted by the surge of inquiries to secure long term fuel supply from Nevada market participants. Sk ...

For Immediate ReleaseChicago, IL – March 6, 2025 – Today, Zacks Equity Research Equity arePhillips 66 (PSX) , Marathon Petroleum (MPC) , Valero Energy (VLO) and Galp Energia (GLPEY) .Industry: Oil & Gas - Refining & MarketingLink: https://www.zacks.com/commentary/2425703/4-refining-marketing-stocks-that-can-weather-the-industry-stormThe Zacks Oil and Gas - Refining & Marketing industry faces challenges from volatile crude prices, regulatory pressures and rising operational costs. Seasonal Q4 refining margin ...

Core Viewpoint - The Zacks Oil and Gas - Refining & Marketing industry is currently facing challenges such as volatile crude prices, regulatory pressures, and rising operational costs, but it holds long-term growth potential due to strong demand for refined products and strategic investments in optimization and sustainability [1][4]. Industry Overview - The industry comprises companies that sell refined petroleum products and non-energy materials, with primary activities involving the processing of crude and other feedstocks into various refined products. Refining margins are highly volatile and influenced by factors such as inventory levels, demand, imports, and capacity utilization [2]. Trends Defining the Industry's Future - The industry is experiencing pressure on margins due to fluctuating crude prices, regulatory challenges, and seasonal weakness in refining margins. Geopolitical risks and rising operational costs are additional factors impacting profitability [3]. - Despite these challenges, the industry is well-positioned for long-term growth driven by strong global demand for refined products and operational efficiencies [4]. Cost Dynamics - Increasing operational costs from store expansions and wage pressures are affecting financial performance. Competitive pricing in non-fuel categories and slower recovery in discretionary spending further complicate the market landscape [5]. Industry Performance - The Zacks Oil and Gas - Refining & Marketing industry has underperformed compared to the broader Zacks Oil - Energy Sector and the S&P 500 over the past year, with a decline of 10.7% compared to a 3.3% increase in the sector and a 17.2% gain in the S&P 500 [10]. Current Valuation - The industry is currently trading at an EV/EBITDA ratio of 3.64X, significantly lower than the S&P 500's 17.27X and slightly below the sector's 4.21X. Over the past five years, the industry's EV/EBITDA has ranged from 1.80X to 6.96X, with a median of 3.63X [13]. Company Highlights - **Phillips 66**: A leading refiner with a refining capacity of 2.2 million barrels per day, expected to see 7.8% earnings growth in 2025 [15][16]. - **Marathon Petroleum**: An independent refiner with access to lower-cost crude, has a market capitalization of $45.6 billion and has consistently beaten earnings estimates [18][19]. - **Valero Energy**: The largest independent refiner in the U.S. with a capacity of 3.2 million barrels per day, has a strong earnings performance record [21]. - **Galp Energia**: A Portuguese integrated energy firm with a refining capacity in Portugal, has shown a 51.2% average earnings surprise over the past four quarters [22].

Icahn Enterprises L.P. (NASDAQ:IEP) Q4 2024 Earnings Conference Call February 26, 2025 10:00 AM ET Company Participants Andrew Teno - President and CEO Ted Papapostolou - Chief Financial Officer Robert Flint - Chief Accounting Officer Conference Call Participants Andrew Berg - Post Advisory Group Operator Good morning, and welcome to the Icahn Enterprises L. P. Fourth Quarter 2024 Earnings Call. At this time, all participants are in a listen-only mode. We will have Andrew Teno, President and CEO, Ted Papapo ...

Delek Logistics Partners, LP Common Units (NYSE:DKL) Q4 2024 Earnings Conference Call February 25, 2025 12:30 PM ET Company Participants Robert Wright - Deputy CFO Avigal Soreq - President Reuven Spiegel - EVP Mark Cox - EVP Conference Call Participants Doug Irwin - Citi Neal Dingmann - Truist Securities Operator Today's presentation material can be found on the Investor Relations section of the Delek US website. Slide two contains our Safe Harbor statement regarding forward-looking comments. Any forward-lo ...